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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
801
LifeGuide Financial Advisors
Pennsylvania
$488K -$43.5K -238 -8%
OWP
802
Obermeyer Wealth Partners
Colorado
$486K
AM
803
Atwater Malick
Pennsylvania
$484K
GWMR
804
GC Wealth Management RIA
Massachusetts
$484K -$285K -1,559 -37%
BRWA
805
B. Riley Wealth Advisors
Florida
$481K +$61.8K +338 +15%
AA
806
Advisory Alpha
Michigan
$480K -$10.8K -59 -2%
BCV
807
Banque Cantonale Vaudoise
Switzerland
$478K -$13.5K -74 -3%
FCM
808
Fieldview Capital Management
Michigan
$478K +$264K +1,442 +122%
SAM
809
Satovsky Asset Management
New York
$472K
DIP
810
Davis Investment Partners
North Carolina
$471K -$4.75K -26 -1%
RC
811
Rexford Capital
Texas
$470K -$5.48K -30 -1%
CAG
812
Crestwood Advisors Group
Massachusetts
$467K
LFG
813
Larson Financial Group
Missouri
$466K +$9.14K +50 +2%
HPBT
814
Hickory Point Bank & Trust
Illinois
$464K
IP
815
Intellectus Partners
California
$460K -$609K -3,333 -57%
CAM
816
Columbia Asset Management
Michigan
$459K
AIM
817
Allen Investment Management
New York
$459K
ZF
818
Zhang Financial
Michigan
$456K
IAIM
819
International Assets Investment Management
Florida
$455K -$52.3K -286 -10%
CCM
820
Coldstream Capital Management
Washington
$455K -$143K -784 -24%
CBA
821
Coastal Bridge Advisors
Connecticut
$454K +$19.6K +107 +4%
SIG
822
Spinnaker Investment Group
California
$453K +$37.1K +203 +9%
ACM
823
Aurdan Capital Management
Pennsylvania
$453K
CT
824
Colonial Trust
South Carolina
$453K -$767K -4,196 -63%
PWM
825
Perigon Wealth Management
California
$453K -$23.4K -128 -5%